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iShares S&P 500 Value Index shares owned by Orion Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.7k 41 211.63
2025-09-30 $8.4k 41 205.12
2025-06-30 $7.9k 41 193.29
2024-12-31 $7.7k 40 191.95

More positions owned by Orion Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)

View all positions for Orion Capital Management

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